Sawyer West

^{Book a Meeting}

Sawyer joined the team in November 2024 and serves as an Associate Financial Advisor, working directly alongside Brittany and John to deliver comprehensive wealth management and financial planning solutions. Over his tenure with the practice, Sawyer has transitioned from operational support to an advisory role, where he focuses on building tailored strategies that help clients achieve long-term financial security.

Key Responsibilities:

• Portfolio Analysis: Conducts investment product research, risk-tolerance modeling, and portfolio reviews to ensure client allocations stay aligned with their long-term objectives.
• Client Relationship Management: Leads proactive client reviews, facilitates timely communication workflows, and serves as a direct technical resource for account inquiries.
• Practice Growth: Directs the implementation of the firm’s strategic business plan and ensures smooth execution of processes.

Sawyer holds a Bachelor’s degree in Finance from the University of Kentucky's Gatton College of Business and Economics and is fully licensed as a registered representative. Deeply passionate about the mechanics of personal finance, Sawyer is committed to serving as a trusted, forward-thinking associate who guides families and professionals toward making smart, data-driven decisions with their wealth.